Confluence Investment Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Confluence Investment Management LLC
- $6.81 Billion
- Q2 2025
A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 304,901 shares of IBTL stock, worth $6.2 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
304,901
Previous 306,939
0.66%
Holding current value
$6.2 Million
Previous $6.22 Million
0.13%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IBTL
# of Institutions
95Shares Held
13.7MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.21MShares$45 Million0.01% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A81.76MShares$35.7 Million0.19% of portfolio
-
True Private Wealth Advisors1.67MShares$33.8 Million4.3% of portfolio
-
Bank Of America Corp Charlotte, NC790KShares$16.1 Million0.0% of portfolio
-
Krilogy Financial LLC572KShares$11.6 Million0.75% of portfolio